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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,087 | $95,601-76.9% | $77,183-71.4% | $139,456-84.2% |
| Participation rate | 50.0% | 74.0%-24.0pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 20.80% | 54.96%-34.2pp | 37.89%-17.1pp | 373.45%-352.7pp |
| Employer contribution / active EE | $2,305 | $3,145-26.7% | $2,534-9.0% | $4,753-51.5% |
| Participant deferral / active EE | $2,882 | $4,623-37.7% | $3,833-24.8% | $6,711-57.1% |
| Admin fee / account holder | $1,902 | $8,302-77.1% | $5,475-65.3% | $11,407-83.3% |